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LCBOX vs VIVAX
LCBOX vs VIVAX Comparison
Open Charts LCBOX vs VIVAX
ClearBridge Dividend Strategy 1
Price$29.86
Change+$0.38 (+1.29%)
VolumeN/A
Net Assets8.26B
Vanguard Value Index I
Price$65.82
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
LCBOX vs VIVAX Comparison Chart
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LCBOX vs. VIVAX commentary
May 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBOX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LCBOX (8.26B). VIVAX pays higher dividends than LCBOX: VIVAX (2.22) vs LCBOX (1.46). LCBOX was incepted earlier than VIVAX: LCBOX (14 years) vs VIVAX (33 years). LCBOX (0.73) is less costly to investors than VIVAX (0.17). LCBOX is a more actively managed with annual turnover of: 19.00 vs. VIVAX (9.00). LCBOX has a lower initial minimum investment than VIVAX: LCBOX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.68 vs. LCBOX (3.86). VIVAX return over 5 years is better than : 76.45 vs. LCBOX (47.32).
| LCBOX | VIVAX | LCBOX / VIVAX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -0.246 | -0.337 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 191B | 4% |
| Annual Yield % from dividends | 1.46 | 2.22 | 66% |
| Returns for 1 year | 3.86 | 7.68 | 50% |
| Returns for 3 years | 7.56 | 19.07 | 40% |
| Returns for 5 years | 47.32 | 76.45 | 62% |
| Returns for 10 years | 63.16 | 98.90 | 64% |
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